See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,891 | $95,971+8.3% | $74,550+39.4% | $135,375-23.3% |
| Participation rate | 57.1% | 75.7%-18.5pp | 69.1%-12.0pp | 82.6%-25.5pp |
| Annual return | -11.00% | 56.96%-68.0pp | 32.53%-43.5pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,336 | $2,716-50.8% | $1,961-31.9% | $4,779-72.0% |
| Participant deferral / active EE | $3,013 | $3,843-21.6% | $3,108-3.0% | $5,609-46.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |